13F-HR filed by Hudson Way Capital Management LLC
Hudson Way Capital Management LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 18 holding rows worth $1,121,622,378.
- Accession
- 0001697597-26-000007
- Filer
- CIK 1697597
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 18 entries on the cover page, a total value of $1,121,622,378 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,121,622,378 with VALUE read as dollars as filed, 13F file number 028-17824. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| KKR & CO INC | 48251W104 | COM | 1,688,872 | $155,004,672 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 331,381 | $113,693,507 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 1,205,807 | $94,535,269 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 221,477 | $90,198,723 | dollars as filed | |
| WOODWARD INC COM | 980745103 | Stock | 192,761 | $82,008,240 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 50,410 | $67,148,136 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 183,535 | $53,676,646 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 114,768 | $52,693,432 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 301,319 | $51,248,336 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 170,203 | $50,732,408 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 299,501 | $49,923,822 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 145,410 | $48,052,189 | dollars as filed | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 225,708 | $42,509,845 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 333,982 | $41,096,485 | dollars as filed | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 566,770 | $35,168,079 | dollars as filed | |
| GILDAN ACTIVEWEAR INC COM | 375916103 | Stock | 664,834 | $34,305,434 | dollars as filed | |
| CHURCHILL DOWNS INC | 171484108 | COM | 368,054 | $32,992,361 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 1,691,098 | $26,634,794 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001697597-26-000007 | this filing | 2026-08-14 | acceptance time not in the bulk data set |